Niamh Power Grad Dip, BBS, QFA, TMITI, CFP Prof.

Ireland

+91 xxxx xxxxx

[email protected]

395 followers

Timeline
Jul 2004 - Jul 2006
Financial Administator & Claims Examiner
Sun Life Financial
Jul 2006 - Dec 2006
Sales/ Sales Administrator
Ronan McCarthy Life & Pension Ltd
Dec 2006 - Jul 2011
Qualified Financial Advisor/ Sales Consultant
O' Keeffe Financial Planning Ltd, Authorised Advisors
Current Company
Jun 2011 - now
Senior Broker Consultant
Zurich Insurance
About me
Financial Services, Broker Consultant
Education
- Life insurance association & financial planning standards board
  2012 - 2014
  Certified financial planning professional financial planning and services
- Irish taxation institute
  2011 - 2012
  Tmiti taxation technician qualified tax technician tmiti
  Recently obtained TMITI Taxation Technician status, Ireland's only Professional taxation compliance qualification through the Irish Taxation Institute.In a regulatory environment that is constantly evolving, with rapid tax legislative and administrative changes, managing tax compliance has become increasingly complex and getting tax compliance wrong can be very expensive for businesses and individuals alike. The Tax Technician course covers compliance issues for income tax and payroll… Show more Recently obtained TMITI Taxation Technician status, Ireland's only Professional taxation compliance qualification through the Irish Taxation Institute.In a regulatory environment that is constantly evolving, with rapid tax legislative and administrative changes, managing tax compliance has become increasingly complex and getting tax compliance wrong can be very expensive for businesses and individuals alike. The Tax Technician course covers compliance issues for income tax and payroll, business taxes, capital taxes, VAT and other indirect taxes. The course also covers relevant legal and accounting principles as well as an overview of company filing obligations. Show less
- Life assurance association (lia)
  2006 - 2009
  Professional diploma in financial advice (qfa)
- Professional development- sun life financial
  2006 - 2006
  Achieve global stellar customer service, 2006
- Mountbellew agriculture college/ teagasc
  2000 - 2003
  Green certficate in agriculture
- University college dublin
  2012 - 2014
  Graduate diploma financial planning and services graduate diploma
- Galway-mayo institute of technology
  2003 - 2003
  Ecdl- european computer driving licence
- Galway-mayo institute of technology
  2002 - 2003
  Diploma in business studies in rural enterprise & agri- business
- University college dublin
  2012 - 2013
  Gradute diploma in financial planning financial planning
  Graduate Diploma in Financial Planning from UCD- The Gateway to the Prestigious International Designation, The Certified Financial Planner Professional. This is a postgraduate qualification included on the National Framework of Qualifications at level 9.
- Galway-mayo institute of technology
  2000 - 2002
  Certificate in business studies in agri- business
- University college dublin
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- Galway-mayo institute of technology
  2003 - 2004
  Bacholer of buiness studies degree business
Experience
- Sun life financial
  Jul 2004 - Jul 2006
  Financial administator & claims examiner
  Process financial and non-financial transactions, Processing and settling of Group Life Insurance Claims in a timely and accurate manner and in accordance with Sun Life policies and procedures and US Insurance regulations.Daily co-ordination of work received & delegation of this work to the 10-member team.Responsibility for monitoring the daily maintenance report and termination report.Analysis of Error made by New hire team members and feedback to team members on errors madeResponsibility for the Standards Report, ensuring all work items are in standard each day.Human Resources Representative for the Policy Services Team.Representative for the Policy services team in the Process Improvements ProgramDeterminability of claim status and amount to be paid in accordance with the contract policy provisions.Daily communication with Benefit Administrators and beneficiaries.Assisting with Special Ad- hoc projects and tasks within Group Life Claims department. Show less
- Ronan mccarthy life & pension ltd
  Jul 2006 - Dec 2006
  Sales/ sales administrator
  General office administration, client account servicing and customer serviceProficient in the use of Microsoft Office, Word, PowerPoint, Excel and E-mailProcessing of Life, Pension & Investment Applications and issuing of Policy Documentation in-line with Financial regulation and industry guidelinesDevelop knowledge of the Life and Pensions industry and the product offerings Conduct/ prepare in-dept financial review/ audits of client’s financial circumstances, their current provisions and future financial aimsLiaise with various Insurance companies and their representatives Provide clients with information on new and existing products Show less
- O' keeffe financial planning ltd, authorised advisors
  Dec 2006 - Jul 2011
  Qualified financial advisor/ sales consultant
  As a Financial planner with an independent authorised broker, my role consisted of preparing in-dept financial review/ audits of client’s financial circumstances, their current provisions and financial aimsNetwork with business leads and contacts with intent to create business relationships and good-willAssist clients to make informed decisions while promoting products to meet the clients financial needs in a fully compliant mannerLiaise with various Insurance companies and their representatives – Area Managers, Account Executives, Sales Support Teams Obtaining information on the products and services offered by each of the Insurance companies and determining those best suited to an individual clientAttend Industry seminars and workshops to obtain information on Government legislation updates for the Insurance industry, Sales and product launchesMaintain highest standards of professionalism and customer service Show less
- Zurich insurance
  Jun 2011 - now
  Liaising with Brokers to provide financial products and solutions to meet their clients needs and objectives. My priority is to provide a comprehensive financial planning service to clients' in relation to retirement planning, investments, business protection, family protection and wealth management.
  - Senior Broker Consultant
    Mar 2025 - now
  - Broker Consultant
    Apr 2015 - now
  - Financial Planner, Zurich Life Insurance plc
    Jun 2011 - Apr 2015
Licenses & Certifications
- Cfp